Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
98
shares
|
$3,519
0.0% of portfolio
|
Q1 2024
Added 30.67%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
92
shares
|
$3,303
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
90
shares
|
$3,231
0.0% of portfolio
|
Q3 2023
Added 718.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
72
shares
|
$2,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
68
shares
|
$2,441
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
64
shares
|
$2,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
51
shares
|
$1,831
0.0% of portfolio
|
Q3 2024
Added 142.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$1,831
0.0% of portfolio
|
Q3 2023
Reduced 32.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
42
shares
|
$1,508
0.0% of portfolio
|
Q2 2023
Reduced 48.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
42
shares
|
$1,508
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
30
shares
|
$1,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
15
shares
|
$538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11
shares
|
$395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10
shares
|
$359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
10
shares
|
$359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2
shares
|
$71
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$35
0.0% of portfolio
|
Q3 2023
Reduced 99.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|